Table of Contents
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Introduction
This feature will allow you to configure the list of necessary document types that a customer needs to provides for their claims on a specific product.
To access to this page, please see https://contemi.atlassian.net/wiki/spaces/SHC/pages/1762296043/Claim+Settings#Access-to-Claim-Settings.
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Prerequisites
Add new document type
On Document Checklist tab, click on Add Document Type button. It will show a popup for you to provide new document type information.
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After you’re done with required field document type information, you need to click Save to accept the changes. The changes will be reflected in the Document Checklist list.
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If you’re ok, please click Yes to accept deleting the fielddocument type. The field document type will disappear from the Document Checklist list.
Use Document Checklist in Claim Details
On a claim with the product that has the document checklist defined, it will show the document checklist as a list of document types in Documents tab of Claim Details by default.
For example: product Travel has 3 document types defined: Boarding pass, Flight ticket and Medical report. By default, it will show like this on Claim Documents:
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